Ever Source Wealth Advisors, LLC Cbiz, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 244 shares of CBZ stock, worth $21,184. This represents 0.0% of its overall portfolio holdings.
Number of Shares
244
Previous 221
10.41%
Holding current value
$21,184
Previous $14,000
35.71%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding CBZ
# of Institutions
298Shares Held
48MCall Options Held
10.2KPut Options Held
300-
Vanguard Group Inc Valley Forge, PA4.72MShares$409 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.53MShares$307 Million0.01% of portfolio
-
Capital Research Global Investors Los Angeles, CA3.53MShares$306 Million0.06% of portfolio
-
Morgan Stanley New York, NY3.06MShares$266 Million0.02% of portfolio
-
Eaton Vance Management Boston, MA2.42MShares$211 Million0.15% of portfolio
About CBIZ, Inc.
- Ticker CBZ
- Exchange NYSE
- Sector Industrials
- Industry Specialty Business Services
- Shares Outstandng 51,402,000
- Market Cap $4.46B
- Description
- CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...